Icon Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.54M | Sell |
13,439
-2,484
| -16% | -$654K | 0.4% | 55 |
|
|
2023
Q2 | $4.75M | Sell |
15,923
-2,074
| -12% | -$619K | 0.5% | 37 |
|
|
2023
Q1 | $5.03M | Buy |
+17,997
| New | +$5.03M | 0.55% | 38 |
|
|
2022
Q2 | $4.59M | Sell |
18,573
-110
| -0.6% | -$27.2K | 0.55% | 40 |
|
|
2022
Q1 | $4.62M | Buy |
18,683
+1,695
| +10% | +$419K | 0.46% | 58 |
|
|
2021
Q4 | $4.55M | Sell |
16,988
-1,010
| -6% | -$271K | 0.46% | 59 |
|
|
2021
Q3 | $4.34M | Buy |
17,998
+163
| +0.9% | +$39.3K | 0.46% | 54 |
|
|
2021
Q2 | $4.12M | Buy |
17,835
+1,354
| +8% | +$313K | 0.44% | 60 |
|
|
2021
Q1 | $3.69M | Buy |
16,481
+3,001
| +22% | +$673K | 0.46% | 59 |
|
|
2020
Q4 | $2.89M | Buy |
13,480
+1,634
| +14% | +$351K | 0.46% | 59 |
|
|
2020
Q3 | $2.6M | Buy |
11,846
+6,964
| +143% | +$1.53M | 0.5% | 54 |
|
|
2020
Q2 | $901K | Buy |
+4,882
| New | +$901K | 0.22% | 90 |
|
|
2020
Q1 | – | Sell |
-1,252
| Closed | -$247K | – | 173 |
|
|
2019
Q4 | $247K | Buy |
1,252
+211
| +20% | +$41.6K | 0.08% | 144 |
|
|
2019
Q3 | $224K | Buy |
+1,041
| New | +$224K | 0.08% | 142 |
|
|
2019
Q2 | – | Sell |
-725
| Closed | -$138K | – | 527 |
|
|
2019
Q1 | $138K | Sell |
725
-1,770
| -71% | -$337K | 0.05% | 190 |
|
|
2018
Q4 | $443K | Buy |
+2,495
| New | +$443K | 0.21% | 72 |
|
|
2018
Q3 | – | Sell |
-501
| Closed | -$79K | – | 544 |
|
|
2018
Q2 | $79K | Buy |
+501
| New | +$79K | 0.03% | 286 |
|
|
2018
Q1 | – | Sell |
-508
| Closed | -$87K | – | 541 |
|
|
2017
Q4 | $87K | Buy |
+508
| New | +$87K | 0.04% | 297 |
|